Working with facets

The facet scheme is composed of groups of facets. At the top level are the root facets and below the hierarchy of groups of facets. At the bottom level are the facets used for characterizing cases and documents.

By default the system contains 4 root facets. The facets of each root facet can be organized in several sub levels.

By default the WorkZone Client and Captia Web Client details pages for cases and documents can contain fields for the four root facets and their hierarchies of facets. More or fewer root facets can be implemented, however this demands special configuration of the details pages.

Example - a root facet with two levels

The root facet in the example below is Country. On the second level in the facet scheme are continents, for example, Africa and Europe. The facet words are the individual countries - in this example, three countries in each continent.

Facet1DB,  Country	F10,  Europe	F10001,  Denmark
		F10002,  Holland
		F10003,  Portugal
	F20,  Africa	F20001,  Morocco
		F20002,  Kenya
		F20003,  Angola

The Captia Web Client user navigates the facets from a pop-up dialog from one level to the next or searches for a specific facet word. The Captia Web Client user then selects the facet words that characterized the current case or document.

In this example, the facets on the lowest level - facet words, for example, Angola or Portugal, are the facets the Captia Web Client user would use in characterizing the entity.

How to enter the facets in module Facet-based Classification Scheme

In the table below is shown how the cells are filled in:

	Root facet: Country	Facet group: Europe	Facet word: Denmark
Class	Facet1DB	F10	F10001
Case Creation	cleared	cleared	Selected
Universal	*)	*)	*)
Mandatory	*)	*)	*)
Access Code	optional	optional	optional
Default Access Code	*)	*)	*)
Default Update Code	*)	*)	*)
Start Date	optional	optional	optional
End Date
Title	Facet1DB	Europe	Denmark
Text	Country	Europe	Denmark

*) By default not in use.